Grantvest Financial Group LLC ISHARES TR Transaction History

Grantvest Financial Group LLC

  • $135 Billion
  • Q2 2025
Number of Shares
65,308
Previous 69,176 5.59%
Holding current value
$1.7 Billion
Previous $1.73 Billion 1.82%
% of portfolio
1.26%
Previous 1.4%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 13, 2025
SELL
N/A
-3,868 Reduced 5.59%
65,308 $1.7 Billion
Q1 2025

May 08, 2025
SELL
N/A
-6,298 Reduced 8.34%
69,176 $1.73 Billion
Q4 2024

Feb 11, 2025
BUY
N/A
75,474 New
75,474 $1.9 Billion
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